Aspire Wealth Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Aspire Wealth Management’s Portfolio OUSM Stock Details OUSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$218K	Buy	+4,830	New	+$208K	0.12%	92

Other funds holding OUSM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Aspire Wealth Management's OUSM Position: Q3 2024 in Review

Aspire Wealth Management opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2024: 4,830 shares worth $218K. The stake represents 0.12% of the portfolio and ranks #92 among its holdings.

104 funds tracked by Wall St. Rank hold OUSM as of Q3 2024.

Aspire Wealth Management held 4,830 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $218K as of Q3 2024.
ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Aspire Wealth Management position in Q3 2024.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.12% of Aspire Wealth Management's portfolio in Q3 2024, its #92 holding.
104 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.